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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,903 | $100,073-80.1% | $85,126-76.6% | $145,877-86.4% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-47.0pp |
| Annual return | 16.30% | 84.11%-67.8pp | 66.63%-50.3pp | 551.28%-535.0pp |
| Employer contribution / active EE | $950 | $3,236-70.6% | $2,731-65.2% | $4,663-79.6% |
| Participant deferral / active EE | $8,069 | $5,294+52.4% | $4,523+78.4% | $6,691+20.6% |
| Admin fee / account holder | $466 | $7,261-93.6% | $6,160-92.4% | $13,402-96.5% |